Job Purpose
The primary function of the role is to promote and sell insurance products by actively reaching out to potential customers, understanding their insurance needs, and offering suitable insurance products to meet those requirements. Make sure you gain extensive and up-to-date knowledge of various insurance products, coverage options, industry regulations, and market trends.
Duties and Responsibilities
- Contact potential clients and create rapport by networking, cold calling, using referrals, etc.
- Help businesses, individuals, and families select an insurance policy that best fits their needs.
- Issue quotes, maintain client records, prepare reports, and answer client questions about insurance plans and policies.
- Keep detailed records of customer interactions, transactions, and sales activities in the company's CRM (Customer Relationship Management) system.
- Ensure accurate and complete documentation of customer information and policy details.
- Maintain regular contact with existing clients to discuss renewals or add-ons and suggest modifications and updates to existing clients’ insurance policies.
Qualifications
Education: Graduation in any stream with a 50% score
Experience: 1+ years of experience required
Job Details
Role: Sales Consultant - Insurance
Location: Kochi
Department: Sales
Employment Type: Full-Time
Contract Type: Regular
Company: HTIC Global
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